Chet
Ortman

Fidelity Personal And Workplace Advisors

CRD#4494359
Investment Advisor
in Boston, MA

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About this Advisor

Chet Ortman is a certified financial planner working out of Boston, Massachusetts, who has been in the financial industry for 11 years. Ortman is on the advisory team at Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Raymond James & Associates, Inc, Time Financial, Pj Robb Variable Corp, Fidelity Brokerage Services LLC and Fidelity Personal And Workplace Advisors. Ortman has a Series 63 license, certifying them as a securities agent, and is approved to operate in Michigan and Texas. Fidelity Personal And Workplace Advisors is a business operating in Boston, Massachusetts. It has offices in 25 locations and a total of 6,722 advisors. It handles $338 billion in total assets among its 914,878 client accounts, making it one of the largest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 914,878 customer accounts, 24% belong to high-net-worth clients who have at least $1 million in assets. Fidelity Personal And Workplace Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules usually are based on the type of financial services provided. Fee types billed by Fidelity Personal And Workplace Advisors can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

MA Average: $16,012,751,954
Total Number of Employees

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Chet Ortman Work History

Chet has 12 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2014 - Present (6 years)

Fidelity Brokerage Services LLC

2012 - 2014 (2 years)

Time Financial

2012 - 2014 (2 years)

Pj Robb Variable Corp

2008 - 2012 (4 years)

Raymond James & Associates, Inc

Disclosures

Chet Ortman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fidelity Personal And Workplace Advisors

Taylor Moroz
Salt Lake City, UT
Sam Grosser
Miami, FL
Joshua Hardtke
Boston, MA
Shannon Kelly
Boston, MA
David Motola
Boston, MA
Asena Seven
Boston, MA
Anthony Mish
Boston, MA

This content was compiled from the SEC and FINRA.

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